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Moran Wealth Management’s Yum! Brands YUM Stock Holding History

Moran Wealth Management’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-129,468
Closed -$16.9M – 452
2023
Q4 		$16.9M Sell
129,468
-33,784
-21% -$4.22M 0.6% 48
2023
Q3 		$20.4M Buy
+163,252
New +$21.5M 0.79% 34

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Moran Wealth Management's YUM Position: Q1 2024 in Review

Moran Wealth Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 129,468 shares — an estimated $16.9M sold.

Moran Wealth Management first reported a position in YUM in Q3 2023 and held it in 2 quarters. The position peaked at $20.4M in Q3 2023. 1,235 funds tracked by Wall St. Rank hold YUM as of Q1 2024.

  • Moran Wealth Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 129,468 Yum! Brands shares in Q1 2024, an estimated $16.9M.
  • Moran Wealth Management first reported a position in Yum! Brands in Q3 2023 and held it in 2 quarters.
  • Moran Wealth Management's Yum! Brands position peaked at $20.4M in Q3 2023.
  • 1,235 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.